iCARe Auto-Maintained Epics Links: and

how the system calculates the price for a quote line item and a quote bracket (H4)

when the price list is updated, there's a message in the quote to advise the account manager and the system loads the most recent price into the quote

Auto-Maintained feature

Auto-Maintain Feature

Diagram Flow: https://app.diagrams.net/#G1WkhoxxMnYdHxfplABdbuKjpo5s8OUvnw

Which Prices can be auto-maintained?

The auto-maintain is an automation implemented in the system to automatically create/update/delete the price list for Korea, India and China.

The auto-maintain was anabled manually for the pricing settings provided by the business (not all the pricing settings are auto-maintained) that match the following criteria:

• the pricing setting currency is USD (the auto-maintained is only working for USD currency)
• the pricing setting Region & Incoterms is one of the combinations in the table below:

The auto-maintain feature creates automatically Pricing Settings and Product Brackets with the price in the local currencies with specific Incoterms.

The “Auto maintained in local currency?” checkbox is hidden when

• the currency is not USD or
• the region is not China, India or Korea or 

• the Product Pricing is not Valid.

The Product Manager can deactivate the auto-maintain feature - he goes into the Pricing Setting and deselect the checkbox “Auto maintained in local currency?”

The Product Manager can see if the auto-maintained is enabled or not, through the grids but he cannot change the auto-maintained field in Grids..

AUTO MAINTAINED IN LOCAL CURRENCY? - if checked, indicates that the Pricing Setting in USD is enabled to be auto-maintained in the local currency (CNY, INR, KRW)

AUTO MAINTAINED - if checked, indicates that the Pricing Setting is created automatically through the auto-maintained feature.

Email Notifications sent to the Data Steward

There are 2 types of notifications that are sent to the data stewards:

• Every time the Product Manager deactivates an auto-maintained pricing setting

• every time the Product Manager activates or re-activates the auto-maintain in a pricing setting

The actions that need to be taken by the Data Steward are:

• when the auto-maintained was deactivated on the pricing setting in USD:

  • Go into the Pricing Setting record received on the emai,  click on Product Pricing, tab Related, Pricing Settings, View All and open the Piricng Setting in the Local Currency 

  • update Auto-Maintained field on the Pricing Settings in the local currency to false

  • keep the Auto_maintained From Id 

• • update the Auto-Maintained field on the Product Brackets in the local currency to false

  • keep the Auto_maintained From Id

• when the auto-maintained was re-activated on the pricing setting in USD: 
  • Go into the Pricing Setting record received on the email, click on Product Pricing, tab Related, Pricing Settings, View All and open the Piricng Setting in the Local Currency
  • update the field Auto-Maintained in the Pricing Setting in the local currency to true
  • confirm that Auto-Maintained From field is populated with the Pricing Setting in USD
  • update the field Auto-Maintained Product Brackets in the local currency to true
  • confirm that Auto-Maintained From field is populated with the Product Bracket in USD

• when the auto-maintained was activated for the first time on the pricing setting in USD:
  • Go into the Pricing Setting record received on the email, click on Product Pricing, tab Related, Pricing Settings, View All and open the Piricng Setting in the Local Currency
  • update the field Auto-Maintained in the Pricing Setting in the local currency to true
  • update the Auto-Maintained From field with the Pricing Setting in USD
  • update the field Auto-Maintained Product Brackets in the local currency to true
  • update the Auto-Maintained From field with the Product Bracket in USD

Auto-Maintain process when a new Pricing Setting in USD is created

Auto-Maintain process when an existing Pricing Setting in USD is updated

Auto-Maintain process when the auto-maintained feature is disabled for an existing Pricing Setting in USD

Including the manual steps that must be performed by the data stewards

Auto-Maintain process when the auto-maintain feature is reactivated for an existing Pricing Setting in USD

Including the manual steps that must be performed by the data stewards

Documentation about Auto-Maintain:

Price List Data Model